+25.9%
EOG vs BDX
-10.0%
+35.9%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | +1.5% | -3.2% | +4.7% | +1.8% |
| 30D | +2.9% | -2.5% | +5.5% | +3.2% |
| 3M | +8.7% | +21.4% | -12.7% | +6.5% |
| 6M | +12.9% | +10.4% | +2.5% | +12.1% |
| YTD | +43.8% | +18.8% | +25.0% | +41.0% |
| 1Y | +27.1% | +21.7% | +5.4% | +24.0% |
| 3Y | +25.9% | -10.0% | +35.8% | +26.0% |
| All | +25.9% | -10.0% | +35.9% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BDX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling